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iShares iBonds Dec 2027 Term Treasury ETF
IBTH

241 hedge funds and large institutions have $1.16B invested in iShares iBonds Dec 2027 Term Treasury ETF in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 136 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 38

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

20% more capital invested

Capital invested by funds: $962M → $1.16B (+$195M)

7% more funds holding

Funds holding: 226 → 241 (+15)

0.07% less ownership

Funds ownership: 76.72% → 76.64% (-0.07%)

Holders
241
Holders Change
+15
Holders Change %
+6.64%
% of All Funds
3.23%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
28
Increased
136
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
Summitry LLC
California
+$31.3M
2
TPWA
TRUE Private Wealth Advisors
Oregon
+$31.1M
3
FAC
Financial Advisory Corporation
Michigan
+$16.9M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$13.9M
5
HPC
HM Payson & Co
Maine
+$11.8M

Top Sellers

1
CIM
Confluence Investment Management
Missouri
-$21.1M
2
EP
Essential Planning
New Hampshire
-$18.6M
3
NA
NewEdge Advisors
Louisiana
-$4.14M
4
RL
Retireful LLC
Michigan
-$3.36M
5
IAA
Independent Advisor Alliance
North Carolina
-$2.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
HPC
1
HM Payson & Co
Maine
$122M +$11.8M +529,017 +11%
Morgan Stanley
2
Morgan Stanley
New York
$82.3M +$4.82M +216,582 +6%
GI
3
GLOBALT Investments
Georgia
$66.1M -$1.35M -60,655 -2%
Bank of America
4
Bank of America
North Carolina
$60.3M +$6.25M +280,679 +12%
Wells Fargo
5
Wells Fargo
California
$44.2M +$10.3M +461,559 +31%
SL
6
Summitry LLC
California
$31.5M +$31.3M +1,406,269 New
TPWA
7
TRUE Private Wealth Advisors
Oregon
$31.3M +$31.1M +1,396,111 New
NA
8
NewEdge Advisors
Louisiana
$29.1M -$4.14M -185,724 -13%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$26.3M +$3.13M +140,746 +14%
UBS Group
10
UBS Group
Switzerland
$24.3M +$5.29M +237,381 +28%
SWP
11
Stratos Wealth Partners
Ohio
$23.3M +$1.07M +48,185 +5%
Raymond James Financial
12
Raymond James Financial
Florida
$22M +$1.49M +66,730 +7%
IWC
13
Integrated Wealth Concepts
Massachusetts
$20.4M -$118K -5,316 -0.6%
FAC
14
Financial Advisory Corporation
Michigan
$17.4M +$16.9M +758,245 +4,072%
JAG
15
Journey Advisory Group
Kentucky
$17.3M +$2.22M +99,543 +15%
LPL Financial
16
LPL Financial
California
$17.2M +$4.3M +193,092 +34%
CIA
17
Capital Investment Advisors
Georgia
$16.4M +$977K +43,859 +6%
DP
18
Denver PWM
Colorado
$15.3M +$1.48M +66,646 +11%
Kovitz Investment Group Partners
19
Kovitz Investment Group Partners
Illinois
$14.5M +$13.9M +622,703 +2,737%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$14M -$2M -89,898 -13%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$14M +$2.22M +99,821 +19%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$13.6M +$985K +44,249 +8%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$13.4M +$129K +5,807 +1%
MCM
24
MV Capital Management
Maryland
$13.2M +$1.4M +63,051 +12%
Osaic Holdings
25
Osaic Holdings
Arizona
$12.6M +$782K +35,127 +7%
1
2 3 4 5

IBTH Hedge Fund Activity: Q1 2025 in Review

241 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Treasury ETF (IBTH) for Q1 2025, worth a combined $1.16B — up 20% from $962M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IBTH positions and 10 closed out — a net gain of 18 holders — while 136 added to existing stakes and 38 trimmed.

The largest buyer was Summitry LLC, opening a new position worth an estimated $31.3M. The largest seller was Confluence Investment Management, cutting an estimated $21.1M.

  • 241 institutional investors held iShares iBonds Dec 2027 Term Treasury ETF (IBTH) as of Q1 2025, up from 226 in Q4 2024.
  • Funds reported $1.16B of iShares iBonds Dec 2027 Term Treasury ETF stock for Q1 2025, up 20% quarter-over-quarter.
  • 28 funds opened new iShares iBonds Dec 2027 Term Treasury ETF positions in Q1 2025 and 10 closed out, a net change of +18 holders.
  • The largest iShares iBonds Dec 2027 Term Treasury ETF buyer in Q1 2025 was Summitry LLC, an estimated $31.3M added.
  • The largest iShares iBonds Dec 2027 Term Treasury ETF seller in Q1 2025 was Confluence Investment Management, an estimated $21.1M sold.

Based on aggregated 13F filings for Q1 2025.